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iShares Select Dividend ETF

817 hedge funds and large institutions have $6.46B invested in iShares Select Dividend ETF in 2018 Q1 according to their latest regulatory filings, with 50 funds opening new positions, 229 increasing their positions, 363 reducing their positions, and 50 closing their positions.

New
Increased
Maintained
Reduced
Closed

10% more call options, than puts

Call options by funds: $24.8M | Put options by funds: $22.5M

0% more first-time investments, than exits

New positions opened: 50 | Existing positions closed: 50

1% less funds holding

Funds holding: 823817 (-6)

0.82% less ownership

Funds ownership: 39.43%38.6% (-0.82%)

8% less capital invested

Capital invested by funds: $7.06B → $6.46B (-$596M)

13% less funds holding in top 10

Funds holding in top 10: 5447 (-7)

37% less repeat investments, than reductions

Existing positions increased: 229 | Existing positions reduced: 363

Holders
817
Holders Change
-6
Holders Change %
-0.73%
% of All Funds
18.73%
Holding in Top 10
47
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-12.96%
% of All Funds
1.08%
New
50
Increased
229
Reduced
363
Closed
50
Calls
$24.8M
Puts
$22.5M
Net Calls
+$2.35M
Net Calls Change
-$9.75M
Name Holding Trade Value Shares
Change
Change in
Stake
FNT
601
First Nebraska Trust
Nebraska
$287K +$24K +246 +9%
LWAC
602
Laurel Wealth Advisors (California)
California
$286K
WPA
603
West Paces Advisors
Georgia
$286K -$297K -3,041 -50%
BAM
604
Belpointe Asset Management
Nevada
$285K -$161K -1,645 -35%
HIIFS
605
Harel Insurance Investments & Financial Services
Israel
$285K +$286K +2,934 +4,445%
BBHC
606
Brown Brothers Harriman & Co
New York
$284K +$25.5K +261 +10%
FNBOMD
607
First National Bank of Mount Dora
Florida
$283K -$38.8K -397 -12%
JG
608
Jefferies Group
New York
$282K -$439K -4,500 -60%
RM
609
Resource Management
Louisiana
$279K
AAS
610
Annex Advisory Services
Wisconsin
$276K +$25.3K +259 +10%
SAM
611
SignalPoint Asset Management
Missouri
$272K +$10.1K +103 +4%
SMG
612
Smart Money Group
Texas
$272K +$279K +2,857 New
GG
613
GenWealth Group
New Jersey
$271K
MFBTD
614
MB Financial Bank - Trust Department
Illinois
$271K +$125K +1,285 +82%
BCA
615
Bray Capital Advisors
Florida
$270K -$220K -2,255 -44%
1WA
616
180 Wealth Advisors
Washington
$270K +$586 +6 +0.2%
LC
617
LCNB Corp
Ohio
$270K +$277K +2,833 New
RMCM
618
Reynders McVeigh Capital Management
Massachusetts
$267K +$53.6K +549 +24%
HL
619
HeadInvest LLC
Maine
$266K
PAS
620
Partnervest Advisory Services
California
$265K -$22.4K -229 -8%
TTWM
621
TCV Trust & Wealth Management
Virginia
$265K
BP
622
Ballentine Partners
Massachusetts
$263K -$77K -789 -22%
ST
623
Sentinel Trust
Texas
$262K -$216K -2,209 -45%
1SB
624
1ST Source Bank
Indiana
$260K
CCMG
625
Clark Capital Management Group
Pennsylvania
$259K -$122K -1,254 -32%

DVY Hedge Fund Activity: Q1 2018 in Review

817 of the 4,363 institutional investors tracked by Wall St. Rank reported a position in iShares Select Dividend ETF (DVY) for Q1 2018, worth a combined $6.46B — down 8.4% from $7.06B a quarter earlier.

Fund positioning in DVY was balanced in Q1 2018: 50 funds opened new positions, 50 closed out, 229 added to existing stakes and 363 trimmed.

The largest buyer was Goldman Sachs, adding an estimated $19.3M. The largest seller was Suntrust Banks, cutting an estimated $66.6M.

  • 817 institutional investors held iShares Select Dividend ETF (DVY) as of Q1 2018, down from 823 in Q4 2017.
  • Funds reported $6.46B of iShares Select Dividend ETF stock for Q1 2018, down 8.4% quarter-over-quarter.
  • 50 funds opened new iShares Select Dividend ETF positions in Q1 2018 and 50 closed out, a net change of 0 holders.
  • The largest iShares Select Dividend ETF buyer in Q1 2018 was Goldman Sachs, an estimated $19.3M added.
  • The largest iShares Select Dividend ETF seller in Q1 2018 was Suntrust Banks, an estimated $66.6M sold.

Based on aggregated 13F filings for Q1 2018.